Gunma Bank’s iShares S&P 500 Value ETF IVE Stock Holding History

Gunma Bank’s Portfolio IVE Stock Details IVE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.89M	Sell	14,000 -14,000	-50%	-$2.81M	0.91%	28
2025 Q2	$5.47M	Buy	28,000 +8,000	+40%	+$1.49M	1.79%	27
2025 Q1	$3.81M	Sell	20,000 -14,000	-41%	-$2.71M	1.23%	30
2024 Q4	$6.49M	Buy	34,000 +25,000	+278%	+$4.96M	2.14%	22
2024 Q3	$1.77M	Buy	+9,000	New	+$1.71M	0.73%	32
2023 Q2	–	Sell	-12,000	Closed	-$1.82M	–	28
2023 Q1	$1.82M	Buy	+12,000	New	+$1.81M	0.8%	38
2022 Q1	–	Sell	-21,000	Closed	-$3.29M	–	20
2021 Q4	$3.29M	Hold	21,000	–	–	2.88%	8
2021 Q3	$3.05M	Hold	21,000	–	–	1.69%	26
2021 Q2	$3.1M	Sell	21,000 -10,000	-32%	-$1.47M	2.05%	18
2021 Q1	$4.38M	Buy	+31,000	New	+$4.17M	2.5%	11

Other funds holding IVE

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Gunma Bank's IVE Position: Q3 2025 in Review

Gunma Bank reduced its iShares S&P 500 Value ETF (IVE) stake by 50% in Q3 2025, selling an estimated $2.81M and leaving 14,000 shares worth $2.89M. The position accounts for 0.91% of the portfolio, ranked #28.

Gunma Bank first reported a position in IVE in Q1 2021 and has held it in 10 quarters since. The position peaked at $6.49M in Q4 2024. 1,575 funds tracked by Wall St. Rank hold IVE as of Q3 2025.

Gunma Bank held 14,000 shares of iShares S&P 500 Value ETF worth $2.89M as of Q3 2025.
Gunma Bank sold 14,000 iShares S&P 500 Value ETF shares in Q3 2025, an estimated $2.81M.
iShares S&P 500 Value ETF made up 0.91% of Gunma Bank's portfolio in Q3 2025, its #28 holding.
Gunma Bank first reported a position in iShares S&P 500 Value ETF in Q1 2021 and has held it in 10 quarters since.
Gunma Bank's iShares S&P 500 Value ETF position peaked at $6.49M in Q4 2024.
1,575 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q3 2025.

Based on Gunma Bank's 13F filing for Q3 2025, filed 6 Nov 2025.